Heading to XYPN Live? Be sure to stop by booth 505 to connect with our team and see how Max can help your clients earn up to 5.15%, FDIC-insured. If you'd like to see a demo or arrange a 1:1 meeting, book here: calendly.com/advisordemo We look forward to seeing you there. #XYPNLive #WealthManagement #Fintech #FinancialAdvisors
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In case you missed it, our LinkedIn newsletter featuring Jed Maczuba, Mat Mathews, Sheryl Rowling, and Scott Reddel is out now! Subscribe and read now: https://lnkd.in/gbpq5m3r #ICYMI #LinkedInNewsletter #TopTrends #FinTech #WealthManagement
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Doug Fritz, Scott Lamont and Jaclyn (Klabunde) Stanton attended INSITE earlier this month. Doug and Jaci broke down a few of our takeaways from the experience: https://lnkd.in/eQMF5j3s #wealthmanagement #wealthtech #fintech
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Catch the short lil video in the article! #organicgrowth #wealthtech #leadgenmarketing
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